Point.Shift Email Formats

Financial Services • Toronto, Ontario, Canada • 1-10 Employees

Point.Shift Email Formats

Point.Shift uses 1 email format. The most common is {first name} (e.g., john@point-shift.ca), used 100% of the time.

Format	Example	Percentage
{first name}	john@point-shift.ca	100%

Key Contact at Point.Shift

Sean Seurattan

Director of Development and Facilitation

Company overview

Headquarters	Toronto, Ontario M3C 3T9, CA
Website	point-shift.ca
NAICS	52
Keywords	Education, Human Capital, Compliance, Practice Management, Consulting, Mental Health, Psychotherapy, Compliance Ce Credits, Firm Element
Employees	1-10

About Point.Shift

Practice Management for wealth professionals. Specializing in the emotional intersection between wealth professionals and the clients they serve. ** Respected Education Partner of Dynamic Funds** Point.Shift helps advisors, branches, or dealers learn how to work with the emotions and feelings that come with working with money. Whether it's: * understanding why your clients are the way they are * helping you with the emotional pieces of YOUR emotional business * helping create succession plans, * clarifying who your client base is / will be I work with individual advisors, branches, and dealers/HO to create actionable learning opportunities and solutions that facilitate improved client relations & retention along with improved risk mitigation. If you're not sure if we can help, ask! Chances are, we can. 30 min free consultation!